Todd Jacobson

About Todd Jacobson

I am a seasoned professional with an established record of forecasting and budgeting and financial planning and analysis experience. Recognized for demonstrating a natural aptitude for conducting extensive financial analysis and developing financial plans, as well as for performing forecasting and budgeting activities and for driving significant improvements in processes and performance. Professional focal points include relationship management, team leadership and collaboration, KPI tracking, report development, process improvement, cost control and reduction, accounting, expense management, financial modeling, report development, decision-making, and project management. Delivering superior performance on the latter areas of expertise requires utilization of effective communication and interpersonal skills, as well as business acumen, analytical thinking, and problem-solving to support efficiency and maximum success.Currently, I am the Financial Manager with Silicon Valley Bank. Under my leadership, I administer forecasting, budgeting, and variance reporting for marketing project expenses and oversee the creation and preparation of key reports for senior management. I also carry out the compilation of peer benchmarking of commercial bank data to identify strategic opportunities and perform in-depth analysis into different financial areas. In addition, I liaise with senior leadership and various other personnel and teams to ensure the company’s financial support structure is driving the business forward at all times.Colleagues describe me as a progressive, driven, innovative, precise, down-to-earth, analytical, and financial expert who can be relied on to offer superior operations that deliver profitable results on time and under budget.I am interested in contacting former colleagues and managers, as well as other professionals in my field. Feel free to contact me through this profile if you wish to connect.

Experience

1. Financial Analytics Consultant, Tech Banking

   Silicon Valley Bank

   Apr 2024 — Present · Phoenix, AZ, US

   FP & A support for the SVB Tech Banking line of business.

Education

• W. P. Carey School of Business – Arizona State University

  Master of Business Administration - MBA

  2018 — 2020

• The University of Dallas

  BA, Economics, Business

Skills

• Claims Resolution
• Process Improvement
• Arbitration
• Insurance Fraud
• Claims Investigations
• Creative Problem Solving
• Mortgage Underwriting
• Insurance Adjusting
• Online Research
• Web Content Writing
• Loan Modifications
• Private Investigations
• Banking
• Sales
• Risk Management
• Surveillance
• Customer Support
• Wordpress
• Proofreading
• Fraud Detection
• Salesforce.com
• Claims Handling
• Search Engine Optimization (SEO)
• Blogger
• Insurance